OLLI @Berkeley creates and facilitates a public space for the community and campus to experience the joy and benefits of lifelong learning

OSHER LIFELONG LEARNING INSTITUTE AT UC BERKELEY2018-2019 ANNUAL REPORT

-- our mission

$97,328

GENEROUS DONATIONS FROM MEMBERS

97%

SATISFIED WITH OLLI(based on survey respondents)

8,331

ENROLLMENTS IN COURSES(13% increase from 2017-18)

130

COURSES & LECTURES(15% increase from 2017-18)

2963

MEMBERS(6% increase from 2017-18)

Expanding our impact OLLI @Berkeley by the numbers

At OLLI @Berkeley, we never stop growing. Every day, on campus and in the community, we find new ways to learn, engage and contribute. Your sentiments expressed in the OLLI classrooms, surrounding cafes, Annual Member surveys and individual course evaluations speak volumes about the import that OLLI has in your life. This Annual Report is one small, collective way for us to take stock of the year and to appreciate what we’ve built together.

A friend recently became a premium member and recounted how moved they were by the OLLI experience and the respectful dynamic in the exchanges between faculty and members, and among members themselves. Let’s never take that for granted.

The milestones and achievements we’ve attained this year are clear: more courses, more speaker events, more community gatherings and more campus collaborations — in classrooms, in research labs and in the engineering of technical innovations.

We are making a difference.

As donors, volunteer leaders and learners, our members have made the campus and community increasingly age-friendly, powered by a stronger vision for the future. It is a future that better understands lifetimes and lifespans and how, at any age, we can continue to grow, learn and make a meaningful difference in the world.

With deep respect and gratitude,

SusanSusan HoffmanDirectorOsher Lifelong Learning Institute at UC Berkeley

Bernard Osher and Susan Hoffman at the Osher Institutes 2018 National Conference in Arizona where Susan gave a presentation on Age-Friendly Universities

Making our mark on researchWe continued to expand our research arm in 2018-2019, nurturing both new and ongoing collaborations with our UC Berkeley campus partners and others. In late summer 2019, we co-hosted the second annual Aging Research and Technology Summit, bringing together 250 leading researchers, academics, technologists, caregivers and older adult advocates — a rare cross-pollination of ideas and voices. This year’s theme was “Disrupting Neurodegenerative Diseases.” Along with hearing keynotes from UC Chancellor Carol Christ and former Director of the National Institute of Mental Health, Thomas Insel, participants also learned about innovations designed to thwart or mitigate the effects of Alzheimers and other diseases. OLLI members helped to further the development of three of these promising breakthroughs thanks to their involvement in testing and research.

Highlights A year of learning, engaging and contributing

A team comprised of OLLI member Rani Cochran and four undergraduates from the UCB Fung Fellowship for Wellness and Technology was awarded 1st Place in the 2018-2019 Stanford Center on Longevity Design Challenge: “Contributing at Every Age: Designing for Intergenerational Impact.” The team began its work in fall 2018 and in January 2019 was notified that it was one of eight finalists selected from 97 submissions representing 24 countries.

In 2018-2019, we held three Fourth Age Salons, an ongoing program for OLLI members who are 75 years or older. Our presenters — Peter Ralston (UCSF), Debbie Burke (Pomona College) and Donald MacKay (UCLA) — spoke about aspects of aging on memory, hearing, language and sense of self.

In May 2019, we were delighted to present our third annual OLLI @Berkeley Excellence in Teaching and Learning Award to Linda Rugg, UC Associate Vice Chancellor for Research and Professor of Swedish Literature in the Scandinavian Department and a beloved OLLI instructor. This award is given annually to a UC Berkeley faculty member who teaches at OLLI and who has demonstrated an ongoing commitment to engaged learning.

We are supported by powerhouse volunteers who, in 2018-2019, organized field trips to the Berkeley Art Museum and Pacific Film Archive, a baseball game (Go A’s!), and the Oakland Museum of California; brought the community together for numerous Happy Hours; and supported an ever expanding roster of clubs.

In June 2019, we hosted a Donor and Volunteer Appreciation Celebration to thank our most dedicated members. We also honored Lucille Poskanzer, a volunteer leader, with a Lifetime OLLI Membership for her years of service, advice and support.

OLLI members took their passports and love of learning on educational excursions led by OLLI faculty — a trip to Chile with Alex Saragoza in February 2019 and a Celtic Lands/D-Day cruise with Darren Zook in June 2019. Cal Discoveries arranged the travel.

Exploring the world

Honoring our own

Building community

The university budgets year to year so when we have a surplus we put it into a reserve fund. In 2017, we established an FFE with $500,000 of these accumulated reserve funds from our then 11-year history. Currently, we’re working with the university to contribute an additional $100,000 to the FFE as a result of one-time salary savings from temporarily unfilled staff positions. This will allow the FFE to grow to $600,000 and accrue an interest payment that will contribute annually to our budget going forward.

Fiscal stability: Fund Functioning as an Endowment (FFE)

IRA rollover gifts and other planned gifts are excellent ways to make meaningful contributions to a program you love and to help sustain our community of lifelong learners for many years to come. Visit planyourlegacy.berkeley.edu for helpful tips on making your gift or contact the Office of Gift Planning at 800.200.0575 or ogp@berkeley.edu.

A legacy of learning

Membership Dues, Course Fees and Travel: $1,195,285 (84.0%)

Annual Fund & Restricted Gifts: $97,328 (6.8%)

FFE Interest Distribution: $15,739 (1.1%)

Osher Endowment Revenues: $115,159 (8.1%)

Financial Report

Revenues$1,423,511

Your gifts at work

Salaries and Contract Staff: $482,011 (37.7%)

University Administrative Fees: $112,442 (8.8%)

Benefits: $216,710 (16.9%)

Faculty Salaries and Speaker Fees: $225,003 (17.6%)

Classroom Rental Fees: $113,094 (8.8%)

Misc. Operating Expenses: $129,406 (10.1%)

Expenses$1,278,666

Annual Fund contributions help us maintain the smaller classrooms many members love. These more intimate spaces have the additional benefit of being able to serve as pathways for new instructors to grow into their OLLI teaching experience.

Thank you DEAN’S CIRCLEGIFTS OF $1000 AND ABOVEMari E. Campbell and Gary R. CampbellK. Patricia CrossRobert Davidson P ‘16 and Val Davidson P ‘16Joan Franich Filice B.A. ‘73 and Gennaro A.

Filice III B.A. ‘71Edith Gladstone B.A. ‘61, M.A. ‘66Deborah S. Goodman and Howard M.

GoodmanIlene Bazell Gordon B.A. ‘67 and Michael H.

GordonTerri D. Hearsh B.A. ‘69, M.A. ‘70, M.B.A. ‘80Toni L. Ihara B.A. ‘68 and Ralph E. Warner

J.D. ‘66Christina J. Janssen P ‘11 and Howard A.

Janssen P ‘11Diane M. Lee J.D. ‘88Beichen P. Li and David L. AndersonBarbara Malina and Scott WachterMarjorie Medress and Mark MedressM. Brian Murphy M.A. ‘68, Ph.D. ‘76 and

Susan E. HoffmanJane Neilson B.A. ‘67 and Bill NeilsonSara Orem and Murray SchlusselEllen J. PelisseroDiane K. Plank M.B.A. ‘83Eileen S. Savel B.A. ‘78 and Jerome J. SavelNancy Spaeth Cred/Cert ‘78, Ed.D. ‘88 and George SpaethMason Willrich J.D. ‘60, P ‘86 and Wendy

W. Willrich

GIFTS OF $250 - $999Judith BallBetsey S. Beamish P ‘95Judith L. Bloom P ‘85Donna Brookman-Knight B.A. ‘75, P ‘01 and

Robert L. Knight B.S. ‘63, M.S. ‘65, P ‘01John P. Chalik III J.D. ‘70 and Susan W.

ChamberlainJohn H. Daws P ‘01Gary D. Evans and Janet L. Evans Peter Ewell and Helga ReckeThomas J. Francis B.S. ‘73 and Sharon R.

FrancisAlan D. Gould B.A. ‘71 and Diane A.

Tokugawa B.A. ‘77 M.P.H. ‘78Paul D. Hennessey M.B.A. ‘82 and Susan

DagueCharlton G. Holland III B.A. ‘61, J.D. ‘64, M.A.

‘65, P ‘99 and Katherine C. Holland P ‘99Jacqueline G. Ivelich and George IvelichJeffrey L. Jacobs C.Esing ‘77 and Margaret

Wiegert JacobsGeraldine M. Kaminski and Gerald F.

KaminskiMarilyn Kaplan and Stuart Allan LichterJudy Kirkpatrick and Roy PowellSusan Klee and David StoloffValerie R. Knepper B.A. ‘79, M.P.P. ‘82Michael Maidenberg and Katherine

MaidenbergPaul MarianoKaren L. Nelson M.S. ‘67 and Gregory V.

Nelson Ph.D. ‘68Lucille Block Poskanzer M.S. ‘76 and Arthur

M. PoskanzerLaura E. Schlichtmann B.A. ‘71, J.D. ‘93, P

‘07Marilyn Schwartz and Harvey SchwartzAnn K. Willoughby B.S. ‘77Byron K. Wood B.A. ‘63 and Nancy L. WoodKathryn J. Zimmerman and Phillip L.

Zimmerman

P = Parent of UC Berkeley graduate

Donna M. Dell’Era B.A. ‘76 and Patrick L. Dell’Era

Sanford F. DeLugach B.S. ‘68 and Leslie R. Delugach B.A. ‘72

Nick DespotaJames P. Diestel B.A. ‘73 and Lori DiestelDonna DuensingScott Dunagan and Deanna DunaganIlse Klemperer Evans M.A. ‘66 and James E.

EvansMichael H. Fajans M.C.P. ‘70 and Merle W.

FajansHelen E. FeickMarsha D. Felton P ‘91Twila L. Foster B.A. ‘77 and Steve P. Pezzola

B.S. ‘78, J.D. ‘81 Kate E. Funk and Daniel C. FunkSusanne Gallagher and John P. GallagherCharles R. Glassey and Joan G. GlasseyAndree Graham M.B.A. ‘82, P ‘15 and Bill

CarpenterRichard GranbergPaula A. Greer B.A. ‘69Margaret E. Gutowski and Michael A.

MarlettaCraig Hammack and Gabrielle M. HammackMarc H. Hanson M.P.H. ‘88Signe Hanson Harnett B.A. ‘69Gloria HarrisNed A. Himmel M.L.S. ‘74, P ‘07 and Sheila

H. Himmel B.A. ‘72, P’ 07Charlton G. Holland III B.A. ‘61, J.D. ‘64, M.A.

‘65, P ‘99 and Katherine C. Holland P ‘99Paula J. Horowitz P ‘99 and Alfred L.

Horowitz P’99June C. HuntMarcia HymerSteven JacobsohnLoisann Jacovitz M.P.H. ‘76Julie Casassa Jaeger B.A. ‘68Kathleen K. Jo B.A. ‘64Joann P. JohnsonRobert E. Jolda and Nancy E. McKee-Jolda

B.A. ‘70 Judith Price Kennedy B.A. ‘63, C.Mult. ‘64

and Jeffery A. Kennedy M.L.A. ‘83David S. Kent

GIFTS UP TO $249David AdamsGertrude Evans Allen B.A. ‘67Sandra S. Anderson and David W.

Anderson B.A. ‘68, C.Esing ‘69, J.D. ‘79Jeffrey D. Angell B.A. ‘74, M.C.P. ‘87 and

Joan L. King-Angell B.A. ‘75, M.S. ‘83James Asher MorgensternFred BamberEllen Wood Barth M.A. ‘61Barry R. Baskin B.A. ‘64 and Susan Ross

BaskinLaurence Bathgate B.A. ‘69, P ‘13 and Juliet

Bathgate P ‘13Connie BauerEdward A. BayerRobert A. Bekes B.A. ‘66 and Linda H. BekesAmy Benedicty and Gustavo Benedicty Gil Berkeley and Ann BerkeleyEdwin M. Bernbaum M.A. ‘80, Ph.D. ‘85 and

Diane L. BernbaumPamela BlairKathy BlissBetsy Borruso and Dennis BorrusoPatricia T. Bortman P ‘01Kathleen M. BoyleJames BranscomLillian F. BraudyBob BrewerCharles D. Brock and Lura J. Dolas B.A. ‘73Marcia L. Brockbank and Norman

BrockbankDavid H. Buchanan B.S. ‘82, P ‘10James W. Burton B.A. ‘71Helen Haymore Cagampang M.P.P. ‘84,

Ph.D. ‘92David L. Calkins B.S. ‘63 and Susann G.

CalkinsRosemarie Oda Christy B.A. ‘67Miriam Ciochon M.A. ‘64Holly Coates-BashRose Ann CochranHoward Cohen and Jonny CohenMurray A. CohenDenise CutlerLinda S. Delehunt B.A. ‘70, C.Mult. ‘71, M.Ed.

‘71, P ‘00, ‘01 and Michael E. Delehunt P ‘00, ‘01

Thank you

Thank you

CommitteesAdvisory Research TeamSusan Hoffman, ChairCheryl Brewster, Research Associate Mitchell BreitweiserLorraine MidanikSara OremMassimo Pacchione David Presti Peter Ralston

Curriculum Susan Chamberlain, Co-chair Gary Evans, Co-chairAnn Peden, Co-chair John DawsDeborah Goodman Ilene GordonSusan HoffmanBill NeilsonLucille PoskanzerMatt ShearsNancy SpaethJake Warner Hugh Winig

Development Mark Medress, Co-chairWendy Willrich, Co-chairDavid AndersonJudith BloomLisa HardyTerri HearshSusan HoffmanChristina JanssenHoward JanssenMarilyn KaplanGerry KaminskiValerie Knepper Mike MaidenbergJennifer MonahanEileen SavelMurray Schlussel

Aileen Kim B.A. ‘80 and Dave CokerCarol Wallace Klein B.A. ‘56, P ‘82Nancy M. KoenigEllen Drapkin Kolowich B.A. ‘71Deanna C. Kursh and Elroy D. KurshBarbara KuklewiczRegina Eis Lackner B.A. ‘66, Ph.D. ‘83 and

Heinz LacknerJoanne M. Landers B.A. ‘60 and John F.

Landers M.S. ‘59 Nancy B. LarsenSusan G. Laughlin D.S.W. ‘78 and Lowell W.

CooperLinda B. LeeEva LiebermannWard P. Lindenmayer M.B.A. ‘77 and Elaine

A. LindenmayerRobert C. LivseyEugenia A. Loken P ‘97Dorothy M. Lowery and John D. LoweryDonald G. MackayMary Manning and James E. ManningJacquelyn Marie B.A. ‘76, M.L.S. ‘78Maureen J. MaziaszCharlotte McCaffreyCatherine H. McLaneSuzanne Ryan McLean B.A. ‘65, P ‘92 and

William J. McLean B.S. ‘63, M.Eng. ‘65, D.Eng. ‘71, P ‘92

Suzanne Brooks McMillan B.A. ‘71, M.A. ‘73Kathleen C. Merchant and Michael A.

Merchant M.B.A. ‘62Selma S. Meyerowitz B.A. ‘68, M.A. ‘70 and

Malcolm TrifonAmy E. MillarPauline Mohr and Mark HarpainterMargaret B. NyeLinda O’BrienSandra L. Olinger P ‘11 and Thomas P.

Olinger P ‘11 Robin Dunn Olivier B.A. ‘65Charlene A. O’Rourke B.A. ‘58Sharon K. Palmer and William S. PalmerPenny PaxtonLinda A. PerkinsKarin E. Peterson B.A. ‘70 and Dennis D.

ClarkSuzi W. Peterson and Alan K. Sher B.A. ‘70Mary L. Pine BankstonPeggy PooleJane M. PurintonEdith I. Radkey M.L.S. ‘72Pamela J. RichmondEdith Robertson and Michael RobertsonRogelio C. Salcido M.A. ‘78Allyn SaroyanCarol C. Savio and Giovanni F. Savio

Development Mark Medress, Co-chairWendy Willrich, Co-chairDavid AndersonJudith BloomLisa HardyTerri HearshSusan HoffmanChristina JanssenHoward JanssenMarilyn KaplanGerry KaminskiValerie Knepper Mike MaidenbergJennifer MonahanEileen SavelMurray Schlussel

Lafayette PlanningJudy Kirkpatrick, Co-chairNikki Maziasz, Co-chairMarty Aufhauser Gil BerkeleyJohn DawsTom FrancisLisa HardySusan HoffmanChristina JanssenHoward JanssenKathy MerchantMatt ShearsHugh Winig

Member ServicesJoan Greer, Co-chairJerry Kaminski, Co-chair Susan BoyleGale LedererNikki MaziaszJennifer MonahanSusan Sperber

Roberta J. Schear and James E. Reed B.A. ‘65, J.D. ‘69

Lisa Schoof B.A. ‘77Joan F. SchwartzJudith SchwartzRobin SeeleyLois A. Sharpnack M.L.S. ‘70Lucy Bartholomew Smallsreed M.P.H. ‘78

and Timothy SmallsreedStephanie Smith LovetteBetty K. SmithGail I. Splaver M.P.H. ‘80, D.S.W. ‘84Thomas H. Sponsler P ‘97 and Lucy A.

Sponsler P’97Carol St. JohnJohn R. SternRomer A. Stevenson B.A. ‘64Donna E. StraffMartha S. SwartzMary L. TanseyYing M. Tcheou M.P.H. ‘80 and John R.

Cunningham M.L.S. ‘69Cathy J. Tennant P ‘98Debra ThalRenee TissueRobert C. Toll M.A. ‘66, Ph.D. ‘72 and Judith

TollJudith WehlauJudith B. Weiss B.A. ‘79 and Stuart Swiedler

Nancy Wen B.A. ‘10Christine E. WermeSusan WesterBeany Wezelman M.A. ‘64 and Dick

WezelmanAnn M. WhalleyMichael J. WilliamsBarbara S. WilsonHugh R. Winig P ‘02 and Mary Anne L.

Winig P ‘02Josephine WithersLinda Steinacher Wolan B.A. ‘71 and Steven

C. Wolan B.A. ‘68Kerry WoodwardMargaret Fuller Wooster B.A. ‘66Barbara W. Yoder and Richard L. YoderAkiyo YokoiAlice I. YoumansSteve ZankiSteven R. Zatkin B.A. ‘67, M.A. ‘69 and

Victoria Bleiberg Zatkin B.A. ‘75John E. Zimmermann and Diana G. Graham

Every effort has been made to avoid errors. If your name was listed incorrectly or omitted, please accept our sincere apologies and let us know at berkeley_olli@berkey. edu.

Thank you

Osher Lifelong Learning Institute

University of California, Berkeley1925 W

alnut Street, #1570Berkeley, CA 94720-1570

510.642.9934olli.berkeley.edu

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e find someone

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and loving, we have to

thank the universe. -- M

aya Angelou